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Bloomberg's James Crombie joins Emily Graffeo on "Real Yield." Bond traders dialed back measures of credit risk associated with Nvidia after the company said it would limit its exposure in a $500 billion plan to finance the type of AI investments that are driving …
Sharemaestro market context Trend signal active 52 weeks +22.1%CoreWeave (CRWV) and Nebius Group (NBIS) are specialized AI cloud infrastructure providers often referred to as neoclouds or GPU hyperscalers. Unlike legacy cloud providers like Amazon Web Services (AWS), Microsoft Azure, and Google Cloud, which were designed for web servers and enterprise IT, Nebius …
This article first appeared on GuruFocus. Nvidia Corp. (NVDA, Financials), the dominant supplier of artificial intelligence chips, has rallied 6.6% over the past five days as investors position for its Aug. 26 earnings report. Goldman Sachs cautioned that the recent run has raised the …
Sharemaestro market context Trend signal active 52 weeks +78.1%This article first appeared on GuruFocus. Apple (NASDAQ:AAPL), the consumer-tech giant behind the iPhone and one of the world's most powerful digital ecosystems, rose roughly 0.9% Thursday morning as Norway's Government Pension Fund Global revealed the sheer size of its Apple bet. The fund …
Sharemaestro market context Stored weekly price path 29 weeks +32.9% · Next-week setup positive 61.4%This article first appeared on GuruFocus. Tesla (NASDAQ:TSLA) is seeking tax incentives for a proposed $10.1 billion solar manufacturing facility in Texas, a project that could expand the company's domestic production footprint. Tesla submitted an application for Project Crystal Sun in Fort Bend County, …
This article first appeared on GuruFocus. Alphabet (NASDAQ:GOOGL) is facing another test of its ability to retain elite AI talent after former Google chief scientist Jeff Dean reportedly entered talks to raise $1 billion for his new startup, Discovery Loop, at a valuation near …
Sharemaestro market context Trend signal active 52 weeks +78.1%This article first appeared on GuruFocus. IREN (NASDAQ:IREN) shares climbed about 5% on Thursday after the company confirmed that its first artificial intelligence cloud installation for Microsoft (NASDAQ:MSFT) had been delivered and accepted. The project, called Horizon 1, represents the first of four planned …
This article first appeared on GuruFocus. Nvidia (NASDAQ:NVDA), the AI-chip powerhouse at the center of the global computing boom, gained approximately 0.8% Thursday morning as another striking measure of its market dominance emerged. Norway's Government Pension Fund Global now counts Nvidia as its single …
Sharemaestro market context Trend signal active 52 weeks +22.1%This article first appeared on GuruFocus. Alphabet (NASDAQ:GOOG), the parent of Google, YouTube and Google Cloud, climbed approximately 1.1% Thursday morning as Norway's Government Pension Fund Global revealed the sheer size of its bet on the tech giant. The fund valued its Alphabet position …
Sharemaestro market context Stored weekly price path 29 weeks +32.9% · Next-week setup positive 61.4%This article first appeared on GuruFocus. Microsoft (NASDAQ:MSFT) is winning a more bullish call from JPMorgan (NYSE:JPM) as accelerating Azure growth and expanding Copilot adoption strengthen the case that its massive AI infrastructure buildout is beginning to translate into higher-value software revenue. Analyst Samik …
Sharemaestro market context Trend signal started 52 weeks -2.8% · Next-week setup negative 38.7%Intuit Inc. INTU is significantly expanding its mid-market strategy by positioning QuickBooks Online Advanced for larger, fast-growing businesses and Intuit Enterprise Suite ("IES") for complex, multi-entity organizations. Its key product push, Intuit Intelligence Chat, allows finance teams to ask questions, generate reports, identify anomalies, …
Key Points Anthropic could go public in the next two months. Its stock could be prone to wild price swings during its debut period. Warren Buffett has long suggested that investors pay particular attention to their planned holding periods for stocks. 10 stocks we …
Nvidia recently unveiled memorandums of understanding with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR to create independent compute financing platforms intended to mobilize over US$500.00 billion of third‑party capital for global AI infrastructure buildouts across data centers and "AI factories." This move effectively …
Sharemaestro market context Trend signal active 52 weeks +22.1%Microsoft (NASDAQ:MSFT) once treated the idea of leaving China as unthinkable. Back in 2010, when Google walked away over censorship concerns, Bill Gates and then-CEO Steve Ballmer thought Google was overreacting. Fast forward to August 13, and Reuters reports that at least 15 Microsoft …
Sharemaestro market context Trend signal active 52 weeks +78.1%Stock Market Today: The Dow Jones index rises Thursday after surprise key inflation data. Cisco and AI stock Cerebras plunge on earnings. Continue Reading
Walmart, Tesla, and more stocks will feel the effects of the capacity constraints, delays, and higher prices reported by shipping giants Maersk and Hapag-Lloyd. Continue Reading
Verizon Communications Inc. VZ is positioning its fiber network and existing infrastructure for the growing demand for AI connectivity. The company recently signed a more than $1 billion agreement with Google. Per the deal, Google will use Verizon's dark-fiber routes to connect data centers. …
3 Reasons PMT is Risky and 1 Stock to Buy Instead Shareholders of PennyMac Mortgage Investment Trust would probably like to forget the past six months even happened. The stock dropped 23.9% and now trades at $9.41. This was partly driven by its softer …
Alphabet GOOGL shares closed at $343.54 on Wednesday, a drop of 19% from the 52-week high of $408.61 on May 18. The decline can be attributed to rising capital expenditure as GOOGL focuses on building its AI infrastructure. In the second quarter of 2026, …
Sharemaestro market context Stored weekly price path 29 weeks +32.9% · Next-week setup positive 61.4%Quick Read Super Micro Computer's FY2027 revenue guide of $65 to $72 billion far exceeded the $53 billion consensus, sending SMCI up 7% and pulling Dell higher alongside it. Goldman Sachs named NetApp a top U.S. hardware pick as Lenovo's AI server pipeline surged …
This article first appeared on GuruFocus. Bank of America (BAC) is becoming more bullish on processors as the rise of AI agents could create a larger role for CPUs inside data centers. The firm now sees the server CPU opportunity surpassing $210 billion by …
Sharemaestro market context Trend signal active 52 weeks +22.1%This article first appeared on GuruFocus. Release Date: August 13, 2026 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Positive Points Lenovo Group Ltd (LNVGF) delivered its best quarter in history with record revenue of $26.9 …
Aug 13 (Reuters) - Alphabet's Google launched Gemini 3.7 Flash on Thursday, its latest AI model designed for software coding and automated business tasks, but offered no details on when its flagship Pro model will be released. Investors have been closely watching for Gemini …
Quick Read Zero of 62 analysts rate AMZN a Sell, and the 24/7 Wall St. model targets $353, implying 32% upside with 90% confidence. MSFT fell 6% over the past year while GOOGL surged 69%, making AMZN's 21% gain the laggard with the most …
Sharemaestro market context Trend signal active 52 weeks +78.1%(Bloomberg) -- Alphabet Inc.'s Google released another installment of its workhorse Gemini Flash artificial intelligence model, but didn't say when it would release its most powerful AI model, Gemini 3.5 Pro, which has been hampered by delays. Most Read from Bloomberg Anthropic in Talks …
This article first appeared on GuruFocus. Memory-chip maker Micron Technology Inc. (MU, Financials) fell in premarket trading as investors assessed a new pessimistic forecast from Michael Burry (Trades, Portfolio) and increasing competition from Chinese memory suppliers.Burry said he boosted to his Micron short around …
Sharemaestro market context Trend signal started 30 weeks +167.7% · Next-week setup negative 40.0%This article first appeared on GuruFocus. Shares of Lenovo Group Ltd. (LNVGY, Financials), the world's biggest producer of personal computers, rose as much as 22% as quarterly revenue surged 43% and demand for artificial intelligence fueled one of its greatest growth periods in years. …
This article first appeared on GuruFocus. Apple (NASDAQ:AAPL) is reportedly negotiating multiyear deals with publishers to feed current news and information into its revamped Siri, a move that could help solve one of Apple's biggest AI challenges: giving its assistant timely, authoritative information as …
This article first appeared on GuruFocus. China's Yangtze Memory Technologies has overtaken Micron Technology (NASDAQ:MU) and Kioxia in global NAND shipments, highlighting China's growing presence in a memory market being reshaped by severe supply constraints. But for Micron investors, the headline market-share loss looks …
Microsoft stock's trend remains intact, according to David Keller of Sierra Alpha Research, who explains why. Continue Reading
This article first appeared on GuruFocus. Software and cloud giant Microsoft Corp. (MSFT, Financials) has been steadily decreasing its footprint in China as the market becomes difficult to explain due to geopolitical pressure, local rivalry and U.S. export restrictions.Microsoft has shuttered at least 15 …
Nvidia and Intel are trying to solve two very different problems, though both are tied to the AI data-center boom. Continue Reading
Nvidia and Intel are trying to solve two very different problems, though both are tied to the AI data-center boom. Continue Reading
This article first appeared on GuruFocus. Dell Technologies (NYSE:DELL) shares climbed about 3% on Thursday after Lenovo Group (LNVGY) reported strong fiscal first-quarter results, highlighting continued demand for AI infrastructure. Lenovo generated $26.94 billion in quarterly revenue, up 43.1% from a year earlier. Its …
[Meta European head office] Derick Hudson Meta Platforms (META [https://seekingalpha.com/symbol/META]) announced on Thursday that it has revoked access to more than 750K Facebook and Instagram accounts in Australia that it assessed as belonging to users under 16 since complying with the country’s social media …
Sharemaestro market context Price below Trend Line 52 weeks -23.7% · Next-week setup negative 44.1%[TechCrunch Disrupt San Francisco 2019 - Day 2] Steve Jennings/Getty Images Entertainment OpenAI (OPENAI [https://seekingalpha.com/symbol/OPENAI]) announced today it was appointing Dali Rajic as its new chief financial officer. Rajic most recently served as the chief operating officer at Wiz, a cloud cybersecurity company that …
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